AMNF (Armanino Foods of Distinction) Message Board

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Microcap & Penny Stocks : AMNF (Armanino Foods of Distinction)

AMNF 10.20

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2:14 PM EDT

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To: robert b furman who wrote (233)	5/10/2025 1:32:21 PM
From: E_K_S	Read Replies (1) of 266

You always have to have an EXIT strategy for ALL of your investments. Even long term holds. I find that I can do better if I stay away from 20 year holding periods (like CVX) unless I get a sustained dividend and modest growth. I have been using AI to calculate my CAGR on my LIFO shares and have two criteria I use: (1) have I held that position 1 year and 1 day? and (2) Is my CAGR > 30% (in AMNF I like to also measure my CAGR based on (1) my average cost and (2) my holding period from my 1st Buy. What happens is CAGR typically falls over time and this occurs for various reasons; a multi year cyclical move like we are seeing in the pipeline stocks typically 3-5 years (boom/bust cycle); small cap growth spurt which is unsustainable so peel off some of the high cost shares w/ a > 30% CAGR and/or a commodity sustained play like gold/silver due to Stagflation and/or inflation which leads to asset inflation. In the last case, if you sell where do you put those dollars to maintain your buying power and hedge against inflation; maybe real estate, small cap growth w/ dividend - special situation, REITs w/ Triple Net Leases that will help grow FFO's at the inflation rate. What's incredibale is AMNF over the last 15 years has generated a 19.18% CAGR (based on my 10/20/2010 1st buy at $0.6413/share and sold today at $7.95/shre) ! Compare that to CVX over the 23 years I have held it w/ a 6.34% CAGR. Both do not include the dividend yield; AMNF about 1.5% over 15 years vs CVX 4.5% over 25 years. CAGR for $SPX over 23 years was 7.16% & 10.85% over last 15 years. CAGR w/ dividend: AMNF 20.6% CVX 10.8% $SPX 12.0% So AMNF over the last 15 years has almost double the CAGR of CVX (w/ dividend) or $SPX (w/ 1.2% div). --------------------------------------------------------------------------- I think my EXIT strategy for AMNF will be when they get acquired. CVX is my #1 holding and AMNF my #2. CVX is still 25% larger than AMNF but at the current growth rate of AMNF it s/d exceed CVX in 12-14 months. I will have to rebalance both CVX & AMNF as they individually are 100% larger than my next 4 positions in the top 10. A good problem to have. I guess these are good problems to have. You still have to give huge thumbs up to AMNF, their management and how they have maintained their div and sustained a 6% - 8% growth rate over the last 15 years.

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